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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GLOBALT Investments
1
GLOBALT Investments
Georgia
USD 70.3 M -USD 1.04 M -47,348 -1%
Morgan Stanley
2
Morgan Stanley
New York
USD 69.8 M +USD 1.7 M +77,444 +3%
Bank of America
3
Bank of America
North Carolina
USD 32.1 M +USD 3.11 M +141,453 +11%
Confluence Investment Management
4
Confluence Investment Management
Missouri
USD 30.6 M -USD 46.7 k -2,125 -0.2%
NewEdge Advisors
5
NewEdge Advisors
Louisiana
USD 28.7 M -USD 1.28 M -58,092 -4%
Wells Fargo
6
Wells Fargo
California
USD 24.1 M +USD 792 k +36,029 +3%
Stratos Wealth Partners
7
Stratos Wealth Partners
Ohio
USD 17.1 M +USD 1.1 M +50,256 +7%
Raymond James Financial Services Advisors
8
Raymond James Financial Services Advisors
Florida
USD 16.1 M +USD 413 k +18,800 +3%
Journey Advisory Group
9
Journey Advisory Group
Kentucky
USD 14.8 M +USD 668 k +30,421 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 13.3 M +USD 3.44 M +156,629 +35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 13.2 M +USD 486 k +22,128 +4%
Denver PWM
12
Denver PWM
Colorado
USD 12.1 M +USD 12 M +547,048 Nuevas
Capital Investment Advisors
13
Capital Investment Advisors
Georgia
USD 12 M +USD 1.27 M +57,794 +12%
TMD Wealth Management
14
TMD Wealth Management
Arizona
USD 11.9 M +USD 696 k +31,673 +6%
Integrated Wealth Concepts
15
Integrated Wealth Concepts
Massachusetts
USD 11.2 M +USD 2.39 M +108,737 +27%
UBS Group
16
UBS Group
Switzerland
USD 11.1 M -USD 2.02 M -92,060 -15%
FinTrust Capital Advisors
17
FinTrust Capital Advisors
South Carolina
USD 11 M -USD 1.24 M -56,430 -10%
MV Capital Management
18
MV Capital Management
Maryland
USD 10.9 M +USD 104 k +4,752 +1%
Chatham Capital Group
19
Chatham Capital Group
Georgia
USD 10.1 M +USD 6.22 M +283,228 +163%
Steward Partners Investment Advisory
20
Steward Partners Investment Advisory
New York
USD 9.08 M +USD 630 k +28,661 +7%
Legacy Private Trust
21
Legacy Private Trust
Wisconsin
USD 8.7 M +USD 1.82 M +83,007 +27%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 8.51 M +USD 2.88 M +131,095 +52%
MKT Advisors
23
MKT Advisors
California
USD 7.46 M +USD 1.66 M +75,660 +29%
Fagan Associates
24
Fagan Associates
New York
USD 6.72 M +USD 2.43 M +110,525 +57%
Financial Engines Advisors
25
Financial Engines Advisors
California
USD 6.48 M -USD 885 k -40,260 -12%
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